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SCHWAB STRATEGIC TR US DIVIDEND EQ
(808524797)

Funds Reporting Holdings of SCHWAB STRATEGIC TR US DIVIDEND EQ according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Charles Schwab Investment Advisory Inc 8,824,384 $468,311k Jun 30, 2019 Aug 12, 2019
Asset Advisors Investment Management LLC 1,400,996 $74,351k Jun 30, 2019 Jul 25, 2019
Pinkerton Retirement Specialists LLC 555,536 $29,482k Jun 30, 2019 Aug 6, 2019
Summit Asset Management LLC 449,232 $23,841k Jun 30, 2019 Aug 7, 2019
Legacy Financial Strategies LLC 370,301 $19,856k Jun 30, 2019 Jul 15, 2019
Financial Sense Advisors Inc 300,645 $15,955k Jun 30, 2019 Aug 2, 2019
Wellesley Investment Partners LLC 237,586 $12,608k Jun 30, 2019 Aug 5, 2019
Hengehold Capital Management LLC 182,915 $9,707k Jun 30, 2019 Jul 23, 2019
Keystone Financial Planning Inc 165,674 $8,792k Jun 30, 2019 Aug 5, 2019
Acorn Wealth Advisors LLC 141,805 $7,466k Jun 30, 2019 Aug 14, 2019
Wealthplan Partners Inc 129,247 $6,780k Jun 30, 2019 Aug 19, 2019
Signature Financial Management Inc 143,772 $6,752k Dec 31, 2018 Feb 13, 2019
Mcmahon Financial Advisors LLC 123,479 $6,553k Jun 30, 2019 Aug 6, 2019
SVA Plumb Wealth Management LLC 121,908 $6,470k Jun 30, 2019 Aug 13, 2019
Vista Private Wealth Partners LLC 113,800 $5,985k Jun 30, 2019 Aug 27, 2019
Cardan Capital Partners LLC 107,351 $5,697k Jun 30, 2019 Jul 16, 2019
LVW Advisors LLC 86,285 $4,579k Jun 30, 2019 Aug 14, 2019
Spectrum Management Group Inc 85,985 $4,563k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 85,985 $4,563k Jun 30, 2019 Aug 2, 2019
Alphastar Capital Management LLC 78,738 $4,179k Jun 30, 2019 Aug 14, 2019
Ausdal Financial Partners Inc 76,201 $4,177k Jun 30, 2019 Aug 5, 2019
KMS Financial Services Inc 97,270 $3,751k Sep 30, 2014 Nov 17, 2014
The Northstar Group Inc 69,465 $3,687k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 69,465 $3,687k Jun 30, 2019 Jul 12, 2019
Newport Wealth Strategies Inc 61,721 $3,314k Jun 30, 2019 Jul 22, 2019
Planning Directions Inc 61,765 $3,278k Jun 30, 2019 Jul 15, 2019
JRM Investment Counsel LLC 61,396 $3,258k Jun 30, 2019 Aug 6, 2019
Burleson & Company LLC 58,308 $3,101k Jun 30, 2019 Aug 5, 2019
Northwest Investment Counselors LLC 57,361 $3,044k Jun 30, 2019 Jul 25, 2019
Hillview Capital Advisors LLC 53,500 $2,862k Jun 30, 2019 Aug 1, 2019
Fagan Associates Inc 53,684 $2,849k Jun 30, 2019 Jul 12, 2019
Bouchey Financial Group Ltd 48,903 $2,595k Jun 30, 2019 Jul 11, 2019
Summit Financial Wealth Advisors LLC 45,345 $2,406k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 45,345 $2,406k Jun 30, 2019 Jul 16, 2019
Breiter Capital Management Inc 41,614 $2,208k Jun 30, 2019 Aug 23, 2019
The Financial Consulate Inc 39,410 $2,092k Jun 30, 2019 Jul 24, 2019
Nikulski Financial Inc 37,036 $1,988k Jun 30, 2019 Jul 22, 2019
Providence Wealth Advisors LLC 36,490 $1,948k Jun 30, 2019 Jul 22, 2019
Cambridge Advisors Inc 33,763 $1,792k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 33,763 $1,792k Jun 30, 2019 Jul 26, 2019
BHK Investment Advisors LLC 33,399 $1,772k Jun 30, 2019 Aug 2, 2019
Apriem Advisors 32,005 $1,699k Jun 30, 2019 Aug 14, 2019
Clear Perspective Advisors LLC 31,731 $1,684k Jun 30, 2019 Aug 12, 2019
Fifth Third Securities Inc 30,993 $1,657k Jun 30, 2019 Jul 30, 2019
Broadleaf Partners LLC 31,081 $1,649k Jun 30, 2019 Jul 19, 2019
Capwealth Advisors LLC 30,240 $1,605k Jun 30, 2019 Aug 13, 2019
Cypress Capital Management LLC 29,550 $1,568k Jun 30, 2019 Aug 5, 2019
Brasada Capital Management LP 28,941 $1,560k Jun 30, 2019 Aug 7, 2019
Highland Private Wealth Management 26,959 $1,431k Jun 30, 2019 Aug 13, 2019
Secrest Blakey & Associates LLC 26,441 $1,414k Jun 30, 2019 Aug 13, 2019
Keating Investment Counselors Inc 26,495 $1,406k Jun 30, 2019 Aug 1, 2019
Lehman Financial Resources Inc 24,703 $1,309k Sep 30, 2018 Nov 14, 2018
Mcadam LLC 23,873 $1,267k Jun 30, 2019 Jul 30, 2019
Armor Investment Advisors LLC 23,738 $1,260k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 23,738 $1,260k Jun 30, 2019 Aug 13, 2019
Harborview Advisors LLC 20,570 $1,092k Jun 30, 2019 Aug 7, 2019
RKL Wealth Management LLC 20,397 $1,083k Jun 30, 2019 Aug 2, 2019
Liberty Capital Management Inc 19,952 $1,059k Jun 30, 2019 Jul 15, 2019
Hoylecohen LLC 19,895 $1,056k Jun 30, 2019 Aug 9, 2019
Alliance Wealth Management Group LLC 19,809 $1,051k Jun 30, 2019 Aug 12, 2019
GHP Investment Advisors Inc 19,240 $1,021k Jun 30, 2019 Aug 2, 2019
Stadion Money Management LLC 18,882 $1,002k Jun 30, 2019 Aug 14, 2019
Stearns Financial Services Group Inc 18,240 $968k Jun 30, 2019 Aug 14, 2019
SWS Partners LLC 17,476 $941k Jun 30, 2019 Aug 13, 2019
Strategic International Limited 17,525 $930k Jun 30, 2019 Jul 29, 2019
Stony Point Wealth Management Inc 15,724 $844k Jun 30, 2019 Jul 23, 2019
Madden Advisory Services Inc 13,381 $710k Jun 30, 2019 Jul 22, 2019
Murphy Middleton Hinkle & Parker Inc 13,255 $703k Jun 30, 2019 Jul 15, 2019
Hamel Associates Inc 12,061 $640k Jun 30, 2019 Aug 5, 2019
Total Investment Management Inc 11,830 $613k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 11,830 $613k Jun 30, 2019 Aug 7, 2019
RAUB Brock Capital Management LP 10,561 $560k Jun 30, 2019 Jul 23, 2019
Cedar Wealth Management LLC 10,431 $554k Jun 30, 2019 Jul 24, 2019
Kiley Juergens Wealth Management LLC 10,396 $551k Jun 30, 2019 Jul 11, 2019
LLBH Private Wealth Management LLC 9,659 $513k Jun 30, 2019 Aug 13, 2019
Ancora Family Wealth Advisors LLC 11,834 $501k Sep 30, 2016 Nov 4, 2016
Gradient Capital Advisors LLC 9,370 $497k Jun 30, 2019 Jul 16, 2019
Plancorp LLC 9,040 $480k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 9,027 $479k Jun 30, 2019 Aug 9, 2019
Highwater Wealth Management LLC 8,849 $470k Jun 30, 2019 Jul 18, 2019
American Money Management LLC 8,787 $466k Jun 30, 2019 Aug 12, 2019
Sawgrass Asset Management LLC 8,440 $448k Jun 30, 2019 Jul 23, 2019
Paulson Wealth Management Inc 7,899 $429k Jun 30, 2019 Jul 30, 2019
Baldwin Investment Management LLC 7,950 $422k Jun 30, 2019 Aug 6, 2019
New England Private Wealth Advisors LLC 7,682 $407k Jun 30, 2019 Aug 8, 2019
Obermeyer WOOD Investment Counsel LLLP 7,569 $402k Jun 30, 2019 Aug 13, 2019
Blue CHIP Wealth Management Inc 7,547 $401k Jun 30, 2019 Aug 13, 2019
Strategic Advisors LLC 7,537 $399k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 7,537 $399k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 7,537 $399k Jun 30, 2019 Jul 22, 2019
Windham Capital Management LLC 7,500 $398k Jun 30, 2019 Aug 14, 2019
Alley Company LLC 7,433 $394k Jun 30, 2019 Jul 30, 2019
Epstein and White Financial LLC 7,111 $378k Jun 30, 2019 Jul 19, 2019
Rainey & Randall Investment Management Inc 7,012 $372k Jun 30, 2019 Jul 18, 2019
Successful Portfolios LLC 6,739 $358k Jun 30, 2019 Jul 11, 2019
Clarkston Capital Partners LLC 6,631 $352k Jun 30, 2019 Jul 24, 2019
Mengis Capital Management Inc 5,762 $305k Jun 30, 2019 Jul 18, 2019
The Retirement Planning Group Inc 5,492 $291k Jun 30, 2019 Jul 25, 2019
WEIK Capital Management Inc 4,845 $257k Jun 30, 2019 Aug 9, 2019
Confluence Wealth Management LLC 4,843 $257k Jun 30, 2019 Aug 9, 2019
The Relaxing Retirement Coach Inc 4,480 $238k Jun 30, 2019 Aug 5, 2019
FORT PITT Capital Group LLC 4,004 $213k Jun 30, 2019 Aug 9, 2019
Kingfisher Capital LLC 3,893 $207k Jun 30, 2019 Aug 14, 2019
Evensky & KATZ LLC 236 $12k Mar 31, 2019 Aug 6, 2019
Transamerica Financial Advisors Inc 185 $10k Jun 30, 2019 Aug 21, 2019
RPG Investment Advisory LLC 140 $7k Jun 30, 2019 Jul 10, 2019
West Oak Capital LLC 13 $1k Jun 30, 2019 Jul 12, 2019

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